ABOUT CHAD ZDENEK

Chad Zdenek is a Licensed General Contractor, Professional Engineer, former CEO of Mobile Illumination, and triple Master's Degree graduate. He started in Construction Management in the mid-1990s working for Swinerton Builders before moving into Structural Engineering working for Boeing on the Space Shuttle Main engines. 

Since beginning investing in Real Estate 7 years ago, he has grown his General Partner portfolio to $85M. Today he invests actively and passively in multifamily and self-storage projects across the United States. He is also one of the rare investors who invests in CA and outside of CA. Chad received his Bachelor of Science degree in Civil Engineering from Loyola Marymount University, Master’s of Science degree in Structural Engineering from USC, and MBA from UCLA.

THIS TOPIC IN A NUTSHELL:

Chad’s career background

How he got into real estate

First Syndication deal and their approach

Raising capital and mortgage

Renovation and rehab implemented

Hiring a General Contractor 

Refinancing

Investing in your own deals

How to convince investors to invest with you

Appreciation of the property

Tenant Landlord laws in California

How to reduce vacancy 

His take on the current economic climate 

Cost of debt and rent control aspect 

The biggest lesson that he learned from the first deal 

How to build a solid team

Building relationships with potential investors

Connect with Chad Zdenek

KEY QUOTE:

"Real estate is a very much relationship-based business. You got to invest in those relationships. The wrong time to ask for it is when you need it. You should be developing those relationships before you need the help, and it just takes a lot of time and energy to do that but it's gonna yield better results when you need something and you've got these relationships to lean on. "

SUMMARY OF BUSINESS:

CSQ Properties Acquires, Repositions, and Manages multifamily properties throughout the United States. CSQ provides syndication with passive investors interested in investing in multifamily projects. These projects benefit from the strong, growing rental market throughout the United States. With a focus on non-rent controlled properties, the units are remodeled with a staggered approach to attain increased market rates, while minimizing operational losses during construction. Therefore, CSQ integrates property managers, financial institutions, insurance companies, real estate brokers, etc. to insure optimal return.

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#realestateinvesting #passiveincome #REinvesting #cashflow #SyndicationAttorneys #Sponsors #Operators #Syndicators #GeneralPartners #RaisingCapital #Rehab #RocketEngineer #TenantLandlordLaws #RentControl #Renovation #GeneralContractor #StructuralEngineer #AssetManagement #Multifamily #BuildRelationships #ApartmentInvesting #Syndication #newepisode #podcasting #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH CHAD ZDENEK:

Website: https://csqproperties.com/

LinkedIn: https://www.linkedin.com/in/chad-zdenek-9153ab4/

Facebook: https://www.facebook.com/CSQProperties

YouTube: @CSQProperties

Instagram: @CSQproperties

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

ABOUT GENE TROWBRIDGE

As a Founding Partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 625 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D.

As a former Syndicator, who for ten years raised investor capital through the broker-dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state and federal securities laws. As a long-time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a “how-to manual” on real estate syndication.

THIS TOPIC IN A NUTSHELL:

Gene's career background 

Getting into law school 

Learning about Syndication laws and how they evolved

Deals they've done

What to do if the Sponsor/Manager dies?

Syndication defined

Difference between 506B vs 506C regulation 

Joint venture vs Syndication

Requirements to change Joint venture into security

General requirements that syndicators should deliver to passive investors

Lenders’ role in the Syndication

Are we required to give the investors an executed operating agreement?

What is required for Syndicators? 

Documents that we need to send to investors

What is a springing member? 

PPM that will not qualify for the 1031 exchange

Tenant in common

Raising capital and audit of General Partners

Fund-to-fund model for raising capital

What is a Blind pool Investment?

Limited partnership and General partnership

Best practices for Fundraising 

Advice to his 25-year-old self

His First Entrepreneurial endeavor

Formal and Informal training that shaped his journey

His biggest mistake and what he learned from it 

Connect with Gene 

KEY QUOTE:

“The Manager is not supposed to commit fraud. Intentional fraud is a misrepresentation. Telling investors that everything is ok when it's not, that's really the requirement for Syndicators. “

SUMMARY OF BUSINESS:

Trowbridge Law Group - We are a team of experienced attorneys and dedicated support staff focused on ensuring our clients’ compliance with SEC and States securities laws.

We are committed to enabling our clients to raise funds for their investment opportunities and syndications with confidence. We take pride that our documents are custom crafted for our client’s needs, ensuring the highest level of quality and compliance. Collectively, we are one of the most experienced syndications law team in the country.

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#realestateinvesting #passiveincome #REinvesting #cashflow #SyndicationAttorneys #Sponsors #Operators #Syndicators #SecurityLaws #GeneralPartners #LimitedPartners #OperatingAgreement#LLC #506B #PrivatePlacementMemorandum #PPM #SubscriptionAgreement #FundRaising #RaisingCapital #506C #SpringingMember #TenantInCommon #BlindPoolInvestments #JointVenture #Syndication #newepisode #podcasting #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH GENE TROWBRIDGE:

Phone: 949-855-8399

Website: https://trowbridgelawgroup.com/

LinkedIn: https://www.linkedin.com/company/trowbridge-law-group-llp/

Facebook: https://www.facebook.com/trowbridgelawgroup

YouTube: https://www.youtube.com/trowbridgelaw

Instagram: https://www.instagram.com/trowbridgelawgroup/

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

ABOUT KEN GEE

Kenneth is the Founder and Managing Partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2 billion, much of which has included the acquisition, management, and financing of various multifamily real estate projects. 

Ken is a licensed Ohio Certified Public Accountant. He received his master's degree from Case Western Reserve University's Weatherhead School of Management and his B.B.A. from the University of Toledo. 

THIS TOPIC IN A NUTSHELL:

Ken's background and how he got into real estate
On being a CPA and how it helps his investments 

What led him to Apartment Investing 

Starting his own business with a CPA background
Managing apartments and finding deals 

Choosing your target market

Understanding local neighborhood 

Why he chose Value-add Investments
How to mitigate taxes

Selling the property and deals that went full cycle

Challenges of owning an old building

Expanding to a new market: Florida
Building credibility with brokers

His take on recession and the current economic situation

Managing Investments and types of deals they’re buying

Trusting the numbers
Metrics to look into deals

Internal Rate of Return vs. Annual returns

Insurance expenses

Advice to his 25-year-old self

First entrepreneurial endeavor

Formal and Informal training that shaped his journey

His biggest mistake and what he learned from it

Connect with Ken Gee

KEY QUOTE:

“When underwriting, I would look at the numbers and figure out what doesn't make sense, so I would call the broker and tell them, I will show you my numbers, tell me where I'm wrong. They never got back to me. They knew that the number doesn't make sense. That's why I really got into trusting the numbers. Trust the numbers no matter what. "

SUMMARY OF BUSINESS:

The KRI Group of Companies is a vertically integrated real estate investment & management company with offices in Tampa, Orlando, Jacksonville, Florida, and Cleveland, Ohio. KRI Properties provides multifamily property management for assets owned by KRI and third parties. KRI Partners is a real estate syndication company specializing in the acquisition of multifamily apartment communities in the central and southeast U.S.

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #REinvesting #cashflow #multifamily #apartmentinvesting #CPA #credibility #NewMarket #TargetMarket #ValueAddInvestor #Brokers #TrustTheNumbers #InternalRateOfReturn #Underwriting #GrowingMarkets #acquisition #MitigatingRisks #Rent #MarketRent #Florida #FloridaMarkets #Cleveland #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH KEN GEE:

Website: https://www.kripartners.com/

LinkedIn: https://www.linkedin.com/company/kri-partners/

Facebook: @KRI Properties

Youtube: @KRI Partners

Instagram: @kripartners

Twitter: @KRIpartners

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

ABOUT CHRIS PREFONTAINE

Chris Prefontaine is the four-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Sell with Authority for Real Estate Investors. He's also the Founder of the Wicked Smart companies and host of the Smart Real Estate Coach podcast. He's been in real estate for over 31 years. His experience ranges from constructing new homes in the 1990s and owning a realty executive franchise to running his own investments and coaching clients throughout North America. 

Today Chris and his family and team run their own creative financing business and are still in the trenches every day. Their main focus is helping students across North America plan their escape from their W-2 jobs by getting in the trenches and doing deals with them.

THIS TOPIC IN A NUTSHELL:

Chris’s background in real estate

Coaching program offered

Books written about Real Estate

Deal to share: 

√ Structure and how he found the deal

√ Financing and Mortgage

√ Principal-only option

√ Timeline of the process 

Renovation and rehab of properties acquired

Wholesaling deals

Purchase price vs. Actual revenue 

Metrics for buying a home 

Sample deal of this strategy

On buying deals amidst the current economic market 

Creative financing strategy and how it is compared to conventional

Seller’s behavior toward creative financing 

Free giveaway

Connect with Chris Prefontaine

KEY QUOTE:

“The modern deals of creative financing vs. conventional compared to doing deals in the 90s are like quadruple.  People are accepting and gravitating on purpose towards creative financing, it's a place to hang out. “

SUMMARY OF BUSINESS:

At Smart Real Estate Coach, we empower individuals and families to create the life of their dreams. We encourage aspiring investors and entrepreneurs to take the first step towards creating REAL income with real estate.

After many years of coaching and constantly doing deals himself independently, Chris Prefontaine founded Smart Real Estate Coach in 2014, bringing in his son Nick, daughter Kayla, and son-in-law Zachary as the company began to grow. The family team coaches investors on how to properly scale and automate their businesses throughout North America — all without using their own cash, credit, or taking out bank loans to buy property. Our team buys and sells homes in our own market every month. We then mentor, coach, and consult students and Associates all around North America to do the exact same thing. We stay current because we're in the trenches ourselves.

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #mortgage #principalonly #creativefinancing #coaching #coachingprogram #GetSmartWicked #SellWithAuthority #RealEstateCoach #traditionalfinancing #seller #renovation 

#homeowners #3PaydaysSystem #rehab #wholesale #newepisode #podcasting #passivewealth 

#assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH CHRIS PREFONTAINE:

Website: http://www.smartrealestatecoach.com/ 
Facebook Page: https://www.facebook.com/smartrealestatecoach 
Google +: https://plus.google.com/+Smartrealestatecoachchannel 
Youtube: https://www.youtube.com/smartrealestatecoach 
Instagram: https://www.instagram.com/smartrealestatecoach/ 
LinkedIn: https://www.linkedin.com/in/chrisprefontaine 
Twitter: https://twitter.com/smartrecoach

FREE GIVEAWAY!
https://wickedsmartbooks.com/westside

Additional links:
Master's Class: www.smartrealestatecoach.com/mastersclass 
Strategy Call: www.smartrealestatecoach.com/action 
Book Request: https://wickedsmartbooks.com/westside

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Youtube |

ABOUT TRAVIS WATTS

Travis Watts is an investor, passive income advocate, and public speaker. He dedicates his time to educating investors who are looking to be "hands-off" when it comes to real estate investing. He used to be an active investor who owned single-family homes (fix and flips, vacation rentals and buy and hold properties) until he burned out in 2015. His rental properties were taking up too much of his time; it felt more like a job rather than an investment. Today, Travis is a full-time PASSIVE multi-family apartment investor and the Director of Investor Education at Ashcroft Capital. 

THIS TOPIC IN A NUTSHELL:

Travis’s background and how he started in real estate

Owning and Managing Single-family homes

Introduction to Limited partnership 

His transition from Landlord to Passive Investor

Involvement with Ashcroft capital

Investing in the stock market, REITs, and private placements

Learning curve from owning SFH to Multifamily 

Underwriting a deal  

Importance of mentors

Details of the deal that he wants to share

Preferred monthly distributions for LP investments

How to fund LP investments

How to look at deals as an LP investor 

Trust but verify 

Tools/Software used

Looking at the Track record of operators

Returns of Investments

Loans and Refinance

Capital improvements implemented

Connect with Travis

KEY QUOTE:

“I'm a cashflow-focused investor. I want to know if there will be cash flow on day 1, and how realistic it is that we can raise the yield over the next 3-5 years vs. you telling me that I'm gonna double my money in 5 years, because it may not happen. A lot of investors should keep in mind that these are just projected returns, there are no promises or guarantees.”

SUMMARY OF BUSINESS:

Ashcroft Capital is a national multifamily investment firm with over 2 billion in assets under management. Ashcroft is focused on major metropolitan statistical areas (MSA’s) which demonstrate consistent rent growth, low vacancy, and a growing Real GDP. The firm repositions properties through operational efficiencies, moderate-to-extensive renovations, and complete rebranding.

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #LimitedPartner #GeneralPartner #PassiveInvestor #Syndication #Multifamily #BuyAndHold #SingleFamily #Dallas #Mentors #distributions #operators #stockmarket #TrustButVerify #InternalRateOfReturn #Transition #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH TRAVIS WATTS:

LinkedIn: https://www.linkedin.com/in/traviswatts1234/
Facebook: https://www.facebook.com/passiveinvestortips
Instagram: https://www.instagram.com/passiveinvestortips/
BiggerPockets Blog: https://www.biggerpockets.com/member-blogs/12418-the-syndication-investor-blog/blog_posts
YouTube: https://www.youtube.com/playlist?list=PLCYnr_mB0XK1JDQNEQpuAK70LcoT4DzZQ 

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

ABOUT SANDHYA SESHADRI

Sandhya Seshadri has invested as a Limited Partner, Key Principal, or General Partner in 3000+ doors totaling $200M in assets throughout the United States. Sandhya has been a leader in the equities markets for over 20 years and had moved into commercial real estate due to the tax advantages and the ability to uniquely “force appreciate” each asset. 

Sandhya has lived in Dallas-Fort Worth for over 30 years and this is her primary market for investments. Her knowledge of the local market and neighborhoods makes her the ideal “boots on the ground” asset manager for properties in Dallas. Sandhya has a Bachelors’ and Master’s Degree in Electrical Engineering as well as an MBA.

THIS TOPIC IN A NUTSHELL:

How she got started in real estate

Why she chose to invest in multifamily 

Choosing her mentor

What she learned as a Limited Partner

Progression from LP to GP

Timeline and size of deal flow 

Raising capital 

Cash reserves and Capital expenditures 

What does it mean to be a boots-on-the-ground asset manager?

Deals that went full cycle

Choosing their brokers and partners 

Recent projects they are working on

Underwriting from a buyer's point of view

Process of putting in foreign investors with their investments

Advice to her 25-year-old self

First Entrepreneurial Endeavor

Formal and Informal training that shaped her journey

Her biggest mistake and what she learned from it

Connect with Sandhya

KEY QUOTE:

"I think the strategy depends on how old your property is. You want to hold on to CAPEX money if you got a much older property because you just don't know when something breaks down and you might have some deferred maintenance expenses. "
 
 

SUMMARY OF BUSINESS:

Multifamily4you - We identify, acquire, and cash-flow value-add multifamily apartment communities with our investors, creating passive income backed by real estate. With over 20 years in the financial investment space, we’re an open book to help answer any questions or concerns you might have about an investment opportunity. After closing with us, we provide monthly reports, so you know exactly what’s going on with your investment.

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #LimitedPartner #Syndicator #Dallas #Forthworth #mentor #bootsontheground #LPInvestor #AssetManagement #DealFlow #BrokerPartners #Underwriting #multifamily #apartmentinvesting #leverage #Seller #Buyer #capex #inspections #fullcycle #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH SANDHYA SESHADRI:

Website: https://multifamily4you.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/multifamily4you/

Facebook: https://www.facebook.com/sandhya.sseshadri.9

 
CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

ABOUT NOAH ROSENFARB

Noah Rosenfarb is a 3rd generation CPA that built Freedom Family Office to help entrepreneurs produce predictable income, create their ideal life and build their legacy. He has written four books, took a company he founded public, sold eight companies, and completed over 45 real estate investments.  Noah lives in Parkland, Florida with his wife, Amanda, and their two kids. He’s passionate about travel and is fortunate to have visited 70 countries on 5 continents.  As a lifelong learner, Noah is an active member of EO South Florida, YPO Global One, Strategic Coach, and Long Angle. 

THIS TOPIC IN A NUTSHELL:

Noah’s career background and business 

Private equity fund

Business built and he had taken into public 

How he got into real estate 

Progression to growing into larger deals 

What is a Family Office? 

Noah’s definition of success 

Low-hanging fruit to achieve financial freedom 

The process and timeline for dealing with clients 

Funds vs. Single Syndication

Pros and Cons of investing in a Fund vs Syndications

His experience in raising capital through funds

Online platform used for project

What are 506B and 506C deals?

Time spent looking at deals and Creating content

Roll Over Business Startup 

Tax invention and structure used in Puerto Rico 

Key components needed to take advantage of tax income

Fund management

Target deals they are looking into and deal size

Advice to his 25-year-old self

First Entrepreneurial Endeavor

Formal and Informal training that shaped his journey

Biggest mistake and what he learned from it

Connect with Noah 

KEY QUOTE:

“The reason why investors prefer the fund is because raising capital is time-consuming. So, if you have committed capital, you don't need to worry about raising capital when you find a deal, you have a certainty of execution, and you know that money is gonna come in. You don't have to go back every single time you find something to buy.”

SUMMARY OF BUSINESS:

Freedom Family Office - Our boutique Registered Investment Advisory (RIA) firm operates as a multi-family office. We advise your family as if it were our family. Our ideal client has built a successful company, accumulated an eight-figure net worth, and wanted to run their money like they run their business - with a clear sense of direction and strong control over performance.

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #entrepreneurs #RaisingCapital #SyndicationFunds #TaxStrategy #TaxInvention #506B #506C #rolloverbusinessstartup #syndicators #singlesyndication #401k #fundmanager #highnetworth #familyoffice #RichBeyondMoney #entrepreneurs #CPA #thirdgenerationCPA #valueadd  #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH NOAH ROSENFARB:

Website: https://freedomfamilyoffice.com/
LinkedIn: https://www.linkedin.com/in/noahrosenfarb/
Facebook: https://www.facebook.com/freedomfamilyoffice

FREE RESOURCES:

www.FreedomTaxStrategy.com – 23 over-looked tax strategies for entrepreneurs 

www.DecidedToSell.com – A short guide for entrepreneurs that are ready to sell their company 

www.TalkAboutRE.com – How My Family Generates Infinite Returns in Real Estate 

www.RichBeyondMoney.com – Exercises to help entrepreneurs focus on their definition of success 

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Youtube | @WestsideInv...

ABOUT SCOTT KRONE

Scott is a Chicago native whose career in architecture began in 1991 by pursuing his Master of Architecture from the Illinois Institute of Technology. While obtaining his degree, he also worked as a Project Manager for Optima, Inc.  In 2012, Krone founded Coda Management Group. Krone has authored High-Performance Homes - Navigating the Green Road to Your Dream Home, a book for homeowners seeking to incorporate green technology into their homes.

THIS TOPIC IN A NUTSHELL:

Scott's career background 
Deal criteria and financing

Why he chose Self-storage Investment?
Restrictions and listing

Converting retail space
Refinance options

Is self-storage recession-resistant?

How to manage and operate self-storage
Vertical integration and cap rates
Dealing with the operating expenses

Self-storage vs. Multifamily

Mortgage and interest rates 

Current projects they are working on 
How they choose their target market 

Connect with Scott
 
 

KEY QUOTE:

“For self-storage expenses, it is a much simpler version. Instead of an expense ratio of 55% for multifamily, we are within 25 to 35%. Some of our facilities are online-operated so our expense ratio is far less and it's a lot easier to manage.”

SUMMARY OF BUSINESS:

Coda Management Group - a firm that specializes in managing real estate assets. Since its inception, Coda manages a wide range of real estate including single and multi-family homes, retail, commercial warehouse, self-storage, and multi-use flex athletic spaces.

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #entrepreneurs #selfstorage #recessionproof #selfstorageinvesting #multifamily #lowexpense #expenseratio #architecture #traditionalfinancing #occupancy #onlineplatform #inflation #retailspace #warehousespace #operatingexpenses #mortgage #commercialwarehouse #multiusespace #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH SCOTT KRONE:

Website: www.codamg.com
LinkedIn: https://www.linkedin.com/in/scott-krone/
Facebook: https://www.facebook.com/CodaManagementGroup

Additional links:
https://onestopselfstorage.com/
Email [email protected] and tell Scott about this episode, you’ll get a FREE Feasibility Study and Deal Analyzer!

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

ABOUT STUART KELLER

Stuart serves as SVP of Investor relations for broadly marketed investments open to accredited investors throughout the US. Stuart brings his 15 years of experience in operational leadership, asset management, and financial analysis to the firm’s Syndication division. This division provides the opportunity for accredited investors to participate in the ownership of the institutional quality real estate.

Prior to Lloyd Jones, Stuart held positions as a regional vice president for nationally ranked owner-operators of multifamily properties. Stuart earned his Master’s Degree in International Economics from the University of Oklahoma, and a Bachelor’s degree in Managerial Economics from Oklahoma City University.

THIS TOPIC IN A NUTSHELL:

Stuart's background and how he started in real estate

Joining Lloyd jones company

Starting a Syndication platform

Strategies for finding the trends to grow the business

Plan for senior living and how to jumpstart the trend

Hotel conversions and ground-up development projects

Evaluating the size of deals 

Nuances of Senior living 

First senior living project

Transition team to stabilize the project

Insight into multifamily plans

Deal in Crowd Street 

Underwriting a senior living deal

Multifamily vs. Senior living 

Vertically integration and Property management

Statistics and net migration rate

Advice to his 25-year-old self

First entrepreneurial endeavor

Formal and Informal training that shaped his journey

His biggest mistake and what he learned from it

How to connect with Stuart

KEY QUOTE:

“Senior living is all about the operating margin. If you got one more resident for an assisted living or a memory care unit, that one extra unit might necessitate additional staff members based on the staffing ratio that is required by state law. Your revenue might go up, but with the increased staffing ratio, your operating margin might go down. It's definitely one unique component that not everybody might understand how to underwrite a senior living deal.”

SUMMARY OF BUSINESS:

LLOYD JONES has become a global real estate investment firm with subsidiaries in development, construction, and senior living operations. Its focus is senior housing, multifamily, and most recently the hospitality industry.

Its investment partners include institutions, family offices, and its own principals. And now, through its new crowdfunding platform, private investors can participate in the firm’s institutional-quality acquisitions.

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #entrepreneurs #propertymanagement #seniorliving #assistedliving #staffingratio #seniorcare #memorycare #operatingmargin #underwriting #dynamicsofseniorliving #CrowdStreet #stabilization #multifamily #groundupdevelopments #LloydJones #assetmanagement #syndicationplatform #verticalintegration #birthrate #population #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH STUART KELLER:

Website: https://lloydjonesllc.com/

LinkedIn: https://www.linkedin.com/in/stuart-keller-cam-27547b37/

Facebook: https://www.facebook.com/LIoydJonesLLC/

Twitter: https://twitter.com/LloydJonesLLC

YouTube: https://www.youtube.com/channel/UCakP0qjpqugjoHAxYQjeBgA

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

ABOUT ALEX JARBO

Alex Jarbo is a short-term rental developer and manager. He was born and raised in Detroit, Michigan. He served in the Marine Corps for 4.5 years where he was stationed in Washington DC. He left the Marine Corps at 22 years old to pursue his career as a real estate professional. He is the Founder and CEO of Sargon Investments. He holds an MBA with a concentration in Real Estate Development and is currently finishing a Doctorate in Business with a concentration in Leadership. He is the host of the YouTube channel Alex Builds where he teaches the ins and out of short-term development and management.

THIS TOPIC IN A NUTSHELL:

Alex’s background and how he started in real estate
 Joining a flipping mentorship 
 Pursuing his broker's license
 On choosing his mentor
 Finding his niche in Short-term rentals 

How he started in ground-up development 
 Broker and lender recommendations 

Finding the right GC for the project
 Loans and financing of the project 

Residential vs Commercial loan
 Why he prefers to do construction and development?
 SBA financing vs Traditional loan
 how refinancing work
 Current market rents and occupancy for cabins

Ownership of the deal and partnership 

Managing STRs and automation of processes 
 How to combat vacancy in STRs if people are not traveling 
 Choosing the right market 

Marketing strategy 

How to turn STR into a long-term investment

Current projects and long-term plan
 How to connect with Alex

KEY QUOTE:

 [18:45] “You can start in your own backyard, and when I say backyard in your own little bubble of the market whether it be an hour or two away. You wanna think of a city or an area where people like to vacation in your area, they take extended weekend vacations too.  People don't stop traveling to those little pockets during a recession. People are gonna be looking for that unique experience on top of the market that they're going to.”

SUMMARY OF BUSINESS:

Sargon Investments is a short-term rental resort development firm. We work to provide above-average, double-digit returns to our accredited investors. We don’t like investing in populated metro areas. We like to build in areas that are 20-30 minutes away from the city. This allows our guests to have the privacy of a cabin in the woods while at the same time being close enough to the city where it isn’t a long drive. This also leads to some pretty scenic drives to and from the cabins we build.

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #entrepreneurs #shorttermrentals #educationalplatform #STRdevelopment #airbnb #cabins #landappraisal #construction #residential #commercial #broker #traditionalloan #financing #propertymanagement #longtermrental #buyingland #refinancing #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH ALEX JARBO:

Email: [email protected]

Website: https://sargoninvestments.com/

Instagram: https://www.instagram.com/magicboyjarbo/

LinkedIn: https://www.linkedin.com/in/alex-jarbo-28a940139/

YouTube: https://www.youtube.com/c/AlexBuilds1

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork